Controller
Summary
The Controller will be responsible for overseeing the financial operations of the organization, ensuring the accuracy and integrity of financial statements, managing financial reporting processes, and maintaining internal controls. This role involves supervising accounting staff, managing budgets, and ensuring compliance with regulatory requirements. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Duties and Responsibilities
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Design, implement, and continuously improve internal controls, accounting policies, and governance frameworks to safeguard assets and ensure financial integrity as the organization grows.
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Lead the implementation and maintenance of financial systems and tools, driving automation and process improvement across the accounting function.
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Build, mentor, and scale a high-performing accounting team, establishing clear roles, workflows, and development paths as the organization grows.
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Prepare and review quarterly and annual financial statements and reports.
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Analyze financial performance, variances, and trends, providing actionable insights to senior management.
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Ensure accurate and timely completion of financial reports for internal and external stakeholders.
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Monitor budget performance and variance analysis, advising management on financial adjustments.
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Ensure compliance with accounting principles, regulations, and company policies.
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Own the external audit relationship, coordinating with auditors and ensuring timely resolution of findings.
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Provide financial insights and support for strategic planning and decision-making.
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Collaborate with other departments to align financial strategies and systems with overall business objectives.
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Lead the integration of new M&A firms into EP Wealth's financial processes, controls, and systems.
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Supervise and continuously improve daily accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
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Ensure accuracy and completeness of financial transactions and reconciliations.
Qualifications
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Bachelor's degree in Accounting, Finance, or related field (CPA, CFA, or CMA certification preferred).
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8-10+ years of progressive accounting management experience, including experience at both a public accounting firm and one or more operating roles, preferably in a high-growth environment.
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Demonstrated experience building and scaling financial processes, internal controls, and governance frameworks from the ground up.
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Hands-on experience selecting and implementing financial/accounting systems (ERP, consolidation, reporting tools, or similar).
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Proven experience building, developing, and leading accounting teams.
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Strong knowledge of US GAAP, financial reporting, and internal controls.
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Industry experience in RIA (highly preferred) or Wealth Management required.
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Proven experience as a Controller or similar role in finance and accounting.
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Proficiency in accounting software and financial management systems.
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Excellent analytical, organizational, and leadership skills.
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Strong attention to detail and ability to work under pressure.
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 Floating Holidays
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
Skills
As published by lever · 5 questions · 1 written answer
Basics
Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website
Pick from a list (4)
- Have you previously interviewed with EP Wealth?? optional
- Are you legally authorized to work in the US without sponsorship? optional
- Do you now or in the future require visa sponsorship to continue working in the United States of America? optional
- Do you acknowledge that you have read the following disclosure statement and understand it? I hereby certify that I have not knowingly withheld any information that might adversely affect my chances for employment and that the answers given by me are true and correct to the best of my knowledge. I further certify that I, the undersigned applicant, have personally completed this application. I understand that any omission or misstatement of material fact on this application or on any document used to secure employment shall be grounds for rejection of this application or for immediate discharge if I am employed, regardless of the time elapsed before discovery. I hereby authorize EP Wealth Advisors, LLC to thoroughly investigate my references, work record, education and other matters related to my suitability for employment and, further, authorize the references I have listed to disclose to EP Wealth Advisors, LLC any and all letters, reports and other information related to my work records, without giving me prior notice of such disclosure. In addition, I hereby release EP Wealth Advisors, LLC, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands or liabilities arising out of or in any way related to such investigation or disclosure. I understand that nothing contained in this application or conveyed during any interview which may be granted or during my employment, if hired, is intended to create an employment contract between me and EP Wealth Advisors, LLC. In addition, I understand and agree that if I am employed, my employment is for no definite or determinable period and may be terminated at any time, with or without prior notice, at the option of either myself or the company, and that no promises or representations contrary to the foregoing are binding on the company unless made in writing and signed by me and the company’s designated representative.
Written answers (1)
- Were you referred to us by an employee? If your answer is no, skip. If your answer is yes, please list the name of the employee. optional